Mokosak Advisory Group
FTEC icon

Mokosak Advisory Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Mokosak Advisory Group’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.47M Sell
18,242
-468
-3% -$133K 1.21% 11
2026
Q2 		$5.34M Sell
18,710
-678
-3% -$177K 1.16% 12
2026
Q1 		$4.03M Sell
19,388
-152
-0.8% -$33.4K 1.01% 13
2025
Q4 		$4.39M Sell
19,540
-139
-0.7% -$31.5K 1.1% 13
2025
Q3 		$4.37M Sell
19,679
-628
-3% -$131K 1.14% 13
2025
Q2 		$4M Buy
20,307
+191
+0.9% +$33K 1.13% 13
2025
Q1 		$3.24M Sell
20,116
-1,375
-6% -$246K 1% 14
2024
Q4 		$3.97M Sell
21,491
-537
-2% -$98.1K 1.19% 13
2024
Q3 		$3.84M Sell
22,028
-1,286
-6% -$217K 1.15% 13
2024
Q2 		$4M Sell
23,314
-328
-1% -$51.9K 1.32% 11
2024
Q1 		$3.68M Sell
23,642
-2,028
-8% -$305K 1.22% 13
2023
Q4 		$3.69M Sell
25,670
-972
-4% -$129K 1.32% 12
2023
Q3 		$3.28M Sell
26,642
-1,329
-5% -$171K 1.33% 12
2023
Q2 		$3.66M Buy
27,971
+348
+1% +$41.3K 1.44% 11
2023
Q1 		$3.15M Buy
27,623
+1,039
+4% +$109K 1.34% 13
2022
Q4 		$2.52M Buy
26,584
+176
+0.7% +$17K 1.13% 14
2022
Q3 		$2.4M Buy
26,408
+4,276
+19% +$445K 1.18% 15
2022
Q2 		$2.14M Buy
22,132
+2,628
+13% +$280K 1.02% 14
2022
Q1 		$2.4M Sell
19,504
-575
-3% -$69.8K 0.97% 14
2021
Q4 		$2.72M Sell
20,079
-669
-3% -$86.8K 1.04% 14
2021
Q3 		$2.46M Sell
20,748
-420
-2% -$51.4K 1.02% 14
2021
Q2 		$2.49M Buy
21,168
+116
+0.6% +$12.9K 1.05% 14
2021
Q1 		$2.23M Sell
21,052
-690
-3% -$73.3K 1% 14
2020
Q4 		$2.27M Buy
21,742
+261
+1% +$25.4K 1.09% 14
2020
Q3 		$1.98M Sell
21,481
-952
-4% -$84.7K 1.13% 14
2020
Q2 		$1.84M Sell
22,433
-1,075
-5% -$79.3K 1.13% 14
2020
Q1 		$1.48M Buy
+23,508
New +$1.69M 1.1% 14

Other funds holding FTEC

Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mokosak Advisory Group's FTEC Position: Q3 2026 in Review

Mokosak Advisory Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.5% in Q3 2026, selling an estimated $133K and leaving 18,242 shares worth $5.47M. The position accounts for 1.21% of the portfolio, ranked #11.

Mokosak Advisory Group first reported a position in FTEC in Q1 2020 and has held it in 27 quarters since. 220 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Mokosak Advisory Group held 18,242 shares of Fidelity MSCI Information Technology Index ETF worth $5.47M as of Q3 2026.
  • Mokosak Advisory Group sold 468 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $133K.
  • Fidelity MSCI Information Technology Index ETF made up 1.21% of Mokosak Advisory Group's portfolio in Q3 2026, its #11 holding.
  • Mokosak Advisory Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 27 quarters since.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.